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Portfolio (Quarterly) Guide ↗

Marex Group Ltd

· CIK 0001997464
13F Portfolio $23.6B AUM 1,609 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 391 New 320 Added 320 Reduced 281 Exited
Page 43 of 56  ·  1,117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 BTDR CALL BITDEER TECHNOLOGIES GROUP Technology 20,000.0 $317K 0.00% NEW $15.87 -39.3%
842 AXIA ENERGIA SA 30,000.0 $317K 0.00% NEW $10.56
843 KRE SPDR SERIES TRUST 4,230.0 $317K 0.00% -20K -82.3% $74.85 +0.2%
844 CDNS CADENCE DESIGN SYSTEM INC Technology 841.0 $316K 0.00% NEW $375.32 -16.1%
845 AIG AMERICAN INTL GROUP INC Financial Services 4,226.0 $315K 0.00% NEW $74.53 +1.6%
846 TLN TALEN ENERGY CORP Utilities 819.0 $315K 0.00% NEW $384.26 -16.1%
847 CELH CELSIUS HLDGS INC Consumer Defensive 10,684.0 $313K 0.00% -8K -41.6% $29.28 +10.2%
848 SHAK SHAKE SHACK INC Consumer Cyclical 5,554.0 $311K 0.00% NEW $56.02 +30.8%
849 DOCU DOCUSIGN INC Technology 6,989.0 $310K 0.00% -4K -34.3% $44.42 +39.8%
850 S SENTINELONE INC Technology 18,228.0 $309K 0.00% -23K -55.3% $16.97 +25.6%
851 CAH CALL CARDINAL HEALTH INC Healthcare 1,300.0 $309K 0.00% NEW $237.56 -1.1%
852 SHOP PUT SHOPIFY INC Technology 2,700.0 $308K 0.00% $114.18 +28.4%
853 XHB SPDR SERIES TRUST 2,657.0 $307K 0.00% $115.56 -6.3%
854 OSK OSHKOSH CORP Industrials 2,000.0 $307K 0.00% NEW $153.48 -2.4%
855 QQQM INVESCO EXCH TRADED FD TR II 1,011.0 $306K 0.00% NEW $302.97 -2.7%
856 BX BLACKSTONE INC Financial Services 2,603.0 $306K 0.00% -329.0 -11.2% $117.67 +23.3%
857 CVU CPI AEROSTRUCTURES INC Industrials 58,939.0 $306K 0.00% $5.19 +9.2%
858 SYK STRYKER CORPORATION Healthcare 963.0 $303K 0.00% -1K -51.9% $314.84 +8.0%
859 NNE NANO NUCLEAR ENERGY INC Industrials 14,293.0 $302K 0.00% -82K -85.2% $21.14 -9.4%
860 DQ DAQO NEW ENERGY CORP Technology 22,506.0 $301K 0.00% $13.39 +4.9%
Page 43 of 56  ·  1,117 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 57.3%
Financial Services 14.6%
Healthcare 7.6%
Communication Services 5.6%
Consumer Cyclical 4.8%
Industrials 4.8%
Utilities 3.0%
Basic Materials 1.1%
Energy 0.8%
Real Estate 0.3%